- Bank of America (New York, NY)
- …all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank and Merrill Edge. ISG serves around three and a half ... UHNW Sr. Product Specialist - OTC EQ New...shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment… more
- Morgan Stanley (New York, NY)
- …deposits & cash management, annuities, insurance, retirement and trust services. Morgan Stanley Private Bank , NA is seeking a high potential candidate to help ... Ultra High Net Worth team serving this client segment ( UHNW ). The Senior Ultra High Net Worth Sales Specialist...and lending. ** *Job Description/Position Responsibilities:* ** *Partner with Private Banker and Financial Advisor/ Private … more
- Charles Schwab (New York, NY)
- …of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker . The Schwab Private Wealth Services team is seeking a highly ... they can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth… more
- M&T Bank (Los Angeles, CA)
- …knowledge of Bank 's retail and commercial banking systems Knowledge of Private Banking products and services Ability to work independently and in a team-based ... and maintaining a High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) Client Service Program that identifies standards, techniques, and performance expectations… more
- Bank of America (East Hartford, CT)
- …to make a difference. Join us! **Job Description:** The Philanthropic Solutions group at Bank of America's Private Bank delivers expertise and a ... matters as assigned. + Proactively communicates via phone and e-mail directly with clients, Private Bank partners and various lines of business, as well as… more
- M&T Bank (Radnor, PA)
- …of the Bank 's retail and commercial banking systems** **Knowledge of Private Banking products and services** Trust experience Ability to work independently and ... existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the...including regulations, which may affect the client and the Bank . + Review daily department reports to ensure compliance… more
- HSBC (New York, NY)
- …you will acquire maintain, and grow profitable long-term relationships principally focused on UHNW individuals. The role owner will be an exceptional team player and ... specialists to ensure product capabilities are in line with UHNW client requirements. Establish and maintain networks for co-operation...And we want you to help us build the bank of the future! All qualified applicants will receive… more
- HSBC (Beverly Hills, CA)
- …stock recommendations into a broader top-down context. Stock picking alongside HSBC Private Bank 's Global Investment Committee strategic views, contributing to ... equity idea generation for Ultra High Net Worth ( UHNW ) clients and generating ideas with the Structured Product...And we want you to help us build the bank of the future!** **Job Field:** Private … more
- Credit Suisse (MD)
- …of their wealth * Reputation as an agile and results-oriented world - class Swiss Private Bank and the opportunity to serve as a brand ambassador * Integrated ... to deliver cross selling opportunities, especially between Investment Banking and Private Banking * Exciting working environment and growth opportunities in a… more